Connectus Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Connectus Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.74M	Sell	52,729 -2,267	-4%	-$195K	0.13%	125
2023 Q4	$4.67M	Buy	54,996 +300	+0.5%	+$23.3K	0.1%	172
2023 Q3	$4.15M	Sell	54,696 -873	-2%	-$69.5K	0.09%	181
2023 Q2	$4.43M	Sell	55,569 -2,956	-5%	-$222K	0.1%	150
2023 Q1	$4.32M	Sell	58,525 -499	-0.8%	-$35.4K	0.11%	148
2022 Q4	$3.83M	Sell	59,024 -2,011	-3%	-$130K	0.09%	153
2022 Q3	$3.66M	Sell	61,035 -538	-0.9%	-$36.2K	0.08%	208
2022 Q2	$3.92M	Buy	+61,573	New	+$4.23M	0.09%	161

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connectus Wealth's MOAT Position: Q1 2024 in Review

Connectus Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.1% in Q1 2024, selling an estimated $195K and leaving 52,729 shares worth $4.74M. The position accounts for 0.13% of the portfolio, ranked #125.

Connectus Wealth first reported a position in MOAT in Q2 2022 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Connectus Wealth held 52,729 shares of VanEck Morningstar Wide Moat ETF worth $4.74M as of Q1 2024.
Connectus Wealth sold 2,267 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $195K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Connectus Wealth's portfolio in Q1 2024, its #125 holding.
Connectus Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 8 quarters since.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.